INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,318,000 | +20.9% | 106,949 | +21.2% | 0.33% | +21.0% |
| Q2 2021 | $1,917,000 | +12.3% | 88,224 | +12.5% | 0.27% | +4.6% |
| Q1 2021 | $1,707,000 | +24.6% | 78,404 | +25.3% | 0.26% | +17.1% |
| Q4 2020 | $1,370,000 | +15.7% | 62,579 | +15.2% | 0.22% | +2.8% |
| Q3 2020 | $1,184,000 | +39.3% | 54,334 | +39.2% | 0.22% | +27.1% |
| Q2 2020 | $850,000 | +169.8% | 39,045 | +156.8% | 0.17% | +123.7% |
| Q1 2020 | $315,000 | -1.9% | 15,202 | +0.9% | 0.08% | +31.0% |
| Q4 2019 | $321,000 | +28.4% | 15,072 | +28.1% | 0.06% | +18.4% |
| Q3 2019 | $250,000 | +4.2% | 11,762 | +3.5% | 0.05% | +2.1% |
| Q2 2019 | $240,000 | +14.8% | 11,361 | +13.3% | 0.05% | +11.6% |
| Q1 2019 | $209,000 | – | 10,027 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |